Hillcrest Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Hillcrest Wealth Advisors’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.2M	Hold	2,800	–	–	0.49%	25
2025 Q4	$1.11M	Hold	2,800	–	–	0.48%	26
2025 Q3	$995K	Hold	2,800	–	–	0.45%	24
2025 Q2	$854K	Hold	2,800	–	–	0.4%	27
2025 Q1	$807K	Hold	2,800	–	–	0.4%	29
2024 Q4	$678K	Hold	2,800	–	–	0.32%	32
2024 Q3	$681K	Hold	2,800	–	–	0.34%	30
2024 Q2	$602K	Hold	2,800	–	–	0.32%	31
2024 Q1	$576K	Hold	2,800	–	–	0.31%	32
2023 Q4	$535K	Hold	2,800	–	–	0.3%	33
2023 Q3	$480K	Hold	2,800	–	–	0.27%	35
2023 Q2	$499K	Hold	2,800	–	–	0.29%	32
2023 Q1	$513K	Hold	2,800	–	–	0.3%	32
2022 Q4	$475K	Hold	2,800	–	–	0.28%	34
2022 Q3	$433K	Hold	2,800	–	–	0.27%	37
2022 Q2	$472K	Hold	2,800	–	–	0.29%	35
2022 Q1	$506K	Hold	2,800	–	–	0.28%	35
2021 Q4	$479K	Hold	2,800	–	–	0.26%	37
2021 Q3	$460K	Hold	2,800	–	–	0.27%	37
2021 Q2	$464K	Hold	2,800	–	–	0.28%	36
2021 Q1	$448K	Sell	2,800 -13	-0.5%	-$2.19K	0.27%	37
2020 Q4	$502K	Hold	2,813	–	–	0.34%	35
2020 Q3	$498K	Hold	2,813	–	–	0.35%	41
2020 Q2	$471K	Sell	2,813 -225	-7%	-$36.3K	0.41%	30
2020 Q1	$450K	Buy	3,038 +238	+9%	+$35.4K	0.45%	30
2019 Q4	$400K	Hold	2,800	–	–	0.33%	29
2019 Q3	$389K	Hold	2,800	–	–	0.33%	32
2019 Q2	$373K	Sell	2,800 -186	-6%	-$23K	0.31%	35
2019 Q1	$364K	Hold	2,986	–	–	0.32%	32
2018 Q4	$362K	Buy	+2,986	New	+$347K	0.34%	34

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hillcrest Wealth Advisors's GLD Position: Q1 2026 in Review

Hillcrest Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 2,800 shares worth $1.2M. The position accounts for 0.49% of the portfolio, ranked #25.

Hillcrest Wealth Advisors first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Hillcrest Wealth Advisors held 2,800 shares of SPDR Gold Trust worth $1.2M as of Q1 2026.
Hillcrest Wealth Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.49% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Hillcrest Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.